Latest ideas and analyses related to Delta variant

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DIS

+35 pts



$DIS - JP Morgan says Star+ launch in LatAm could drive #Disneyplus subs, sees soft trends at Parks as temporary

By puckerman17 on Sept. 15, 2021, 10:31 a.m.
Tagged topics: Disney+ , streaming , JP Morgan , media , Delta variant , Star+

Views: 138, Votes: 2, Responses: 0, Attachments: 2
SPY

+34 pts



Delta and Autos Drive Downside to US Core CPI Inflation

By arstgurujai on Sept. 14, 2021, 2:18 p.m.
Tagged topics: yield , inflation , Delta variant

Views: 15, Votes: 3, Responses: 0, Attachments: 2
PFE

+36 pts



$PFE - Goldman sees upside to estimates as more countries look to recommend booster COVID shots, representing ~25% upside to shares

By ethonomics on Aug. 23, 2021, 1:58 a.m.
Tagged topics: booster vaccine , Goldman Sachs , upside to estimates , covid vaccines , Delta variant

Views: 176, Votes: 2, Responses: 0, Attachments: 2
US Macro

+31 pts



Goldman says #DeltaVariant is having a larger than expected impact on #EconomicGrowth and #Inflation

By ethonomics on Aug. 19, 2021, 11:49 a.m.
Tagged topics: inflation , economic recovery , Goldman Sachs , Delta variant

Views: 104, Votes: 1, Responses: 0, Attachments: 2
Commodities

+38 pts



Goldman believes the bull market for commodities is intact, despite Delta variant driven growth concerns``

By ethonomics on Aug. 16, 2021, 12:20 p.m.
Tagged topics: commodities , economic recovery , Goldman Sachs , Delta variant

Views: 86, Votes: 4, Responses: 0, Attachments: 2
ABNB

+1 pts





By i_sarut on Aug. 15, 2021, 12:57 a.m.
Tagged topics: earnings results , travel recovery , Delta variant , cautiously optimistic

Views: 1, Votes: 1, Responses: 0, Attachments: 0
ABNB

+38 pts



$ABNB - analysts cautiously optimistic as world adapts to traveling with COVID, believe Q3 guide is conservative

By realjoe on Aug. 13, 2021, 1:09 p.m.
Tagged topics: earnings results , travel recovery , Delta variant , cautiously optimistic

Views: 107, Votes: 3, Responses: 1, Attachments: 18
Global Macro

+35 pts



Goldman believes the market may be overpricing growth risk

By ethonomics on Aug. 13, 2021, 12:07 p.m.
Tagged topics: China , growth outlook , cyclical recovery , economic recovery , Goldman Sachs , Delta variant

Views: 88, Votes: 2, Responses: 0, Attachments: 2
MRNA

+1 pts





By drugnewsalerts on Aug. 12, 2021, 2:37 p.m.
Tagged topics: booster vaccine , Jefferies , covid vaccines , Delta variant

Views: 1, Votes: 1, Responses: 0, Attachments: 0
MRNA

+35 pts



Jefferies says new data suggests antibodies against Delta wane after 6-8 months, and expect FDA to approve boosters

By phenphen on Aug. 11, 2021, noon
Tagged topics: booster vaccine , Jefferies , covid vaccines , Delta variant

Views: 110, Votes: 2, Responses: 1, Attachments: 2